Standard modules on this dashboard
Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.
Admissions Funnel: Call to VOB to Admit
Count and conversion rate at every stage. Which campaigns feed admits versus just calls. Which referral sources deliver completers.
Missed Calls That Still Need a Callback
In admissions, a missed callback is a lost admit. We tag missed inbound calls and remove the tag the moment someone follows up. The callback queue updates on its own.
VOB Status + Insurance Mix
Pending, approved, or not approved. By payer, by week, by location.
Cost per Admit, Not Just Cost per Call
Google, Meta, TikTok, affiliate networks. Rolled up by campaign, source, and keyword. Then matched to the admissions recorded in your CRM.
Referral Source Scorecard
Every referral partner: calls sent, admits produced, LOS, discharges. Spot the sources that are padding numbers and the ones quietly delivering.
Per-Program + Per-Facility Rollups
If you run detox, residential, PHP, and IOP, or multiple campuses, every program director sees their own slice.
The callers nobody called back
Most calls get answered. Some get missed and someone calls back. The rest are callers who wanted to reach you, did not, and never heard from you again. Without a list, nobody knows who they are.
A missed call dashboard keeps every one of them in front of your team until somebody picks up the phone.
- Answered
- Missed, then called back
- Missed, never called back
Behavioral health admissions dashboard examples
Screens from dashboards we have built. Caller numbers, names, and messages have been replaced.
Today at a glance
Today at a glance for an admissions team: calls in queue, missed calls, admits and arrivals, the lead-to-admit pipeline, and calls by hour.
- Calls in queue right now, across the top
- Missed calls, admits, and arrivals today
- Leads to opportunities to admits, and calls by hour
Know who is calling before you call back
Callbacks owed, with each caller matched to their CRM status, so a clinically approved caller is not treated the same as an unqualified one.
- Each caller matched to their CRM status
- Qualified callers stand out from new ones
- Open the call record in one click
Texts that still need a reply
SMS needing a response: inbound texts nobody has answered, matched to the CRM record when the number is known.
- Every inbound text without a reply
- Linked to the CRM record when there is one
- Stage shown next to the message
Every missed admissions call should get a call back
In admissions, the caller who does not reach you calls the next program on the list. These are the views that keep that from happening.
Callback queues by caller type
New callers, repeat callers, callers already qualified in your CRM, and unqualified callers each get their own queue.
Pre-queue vs. in-queue abandons
Callers who hung up before reaching the queue, separate from those who waited for a person and gave up.
After hours and overflow
Every call that came in while you were closed, including the ones routed to an overflow partner such as Rollover Rep or to an AI agent.
Voicemail alerts with AI summary
A short AI summary and a full transcription of each voicemail, sent to email, Microsoft Teams, or the dashboard.
SMS needing a response
Inbound texts nobody has answered yet, matched to the CRM record when the number is known.
Routed by location, rep, or team
Each kind of missed call goes to the person or group who should return it.
EMR data on the dashboard, through your CRM
We build EMR integrations that bring patient-journey data back into your CRM. Once it is there, the dashboard can show it to the people who need it.
Admit and discharge dates
So the pipeline does not stop at "admitted" and you can see who is in treatment now.
Pre-assessments and insurance
Where each person stands before admission, next to the calls and the campaign that brought them in.
Program history
Which programs a patient has been through, visible to the admissions and alumni teams who need the context.
Days in treatment for business development
Tie days in treatment back to the referral source or the rep on a business development dashboard.
For people without a CRM license
Owners, clinical directors, and BD reps can see the numbers without a Salesforce or Zoho seat.
Salesforce, Zoho, or another CRM
On Salesforce we often build these views inside Salesforce. The dashboard is for teams on other CRMs, or for people who need the data without a license.
Admissions attribution and pipeline reporting
Which sources produce admissions, and where the admissions pipeline stalls, on top of the CRM you already use.
Admissions attribution
Every admit traced back to its source: the campaign, referral source, or form that produced the first inquiry, with cost per admit for paid sources.
Admissions pipeline
Inquiry, opportunity, qualified opportunity, admit, with counts and conversion at each stage, by month, by facility, and by business development rep.
Paid vs. referrals vs. organic
Google Ads, Meta, and Microsoft Ads side by side with referral partners, alumni, community relations, and organic search, judged on admissions.
No new admissions CRM
We report on top of Salesforce, Zoho CRM, HubSpot, or the CRM you already run, with Kipu or Sunwave data brought back into it.
From first call to live admissions dashboard
1. Discovery call
We map your phone system, your CRM, and the questions nobody can answer today.
2. Scope + fixed quote
You get a fixed quote within 48 hours of the discovery call. No per-seat fees, and everything is month to month.
3. Build + review
We stand up your dashboard on a dedicated subdomain of trusscharts.com. You review and we iterate.
4. Launch + maintain
The dashboard refreshes every five minutes, and missed call alerts are near instant. We monitor it and add views as you grow.
Common questions
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Tell us your systems. Get a fixed quote in 48 hours.
We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.